Analyst

This role is in-person at our Larkspur, CA office in the San Francisco Bay Area.

Vision & Values

Our core values define our culture, operating principles, and practices. Gilmartin prides itself on being a best-in-class strategic advisory firm with a strong value system. We are:

• Entrepreneurial & Innovative
• Authentic
• Motivated
• Culture & Team Oriented
• Adaptable
• Accountable

We provide comprehensive service offerings throughout the lifespan of our client companies. We have decades of experience in Capital Markets, Investor Relations, Corporate Communications, and Business Development/Strategic Advisory services. Our professionals have spent their careers on Wall Street with backgrounds in Equity Research, Investment Banking, and Equity Capital Markets. We bring that experience and expertise to our clients to create durable shareholder value.

At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps, or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans.

Investment in You

We are a forward-thinking, transparent, and inclusive culture committed to professional development. We have a collaborative environment within and across our company, headquartered north of San Francisco, with additional offices in New York and San Diego.

Responsibilities

• Support Gilmartin team and client companies in a broad and dynamic range of responsibilities spanning investor relations, strategic communications, financial analysis, and capital markets reporting
• Track and report on client and competitor/peer business developments and financial results
• Collect and analyze sell-side model estimates and maintain consensus model
• Support senior company executives in preparation for quarterly and annual financial reporting (i.e., earnings calls), including logistics, drafting earnings releases, and management Q&A preparation
• Manage calendar of investor outreach and investor-facing activities on behalf of clients, including conferences, non-deal roadshows, and other major events
• Participate in client meetings and calls
• Assist with the preparation of presentation materials
• Review and recommend content and updates for IR website
• Database maintenance and entry
• Contribute to our work to build out and standardize firm-wide A.I. capabilities
• Take FINRA Licensing Exams: SIE, Series 82, and Series 63, and potentially Series 79

Requirements

• BA/BS degree; Finance or business degree preferred, but successful candidates have had degrees from biology to international relations
• Business or finance internship experience preferred
• Strong analytical and writing skills
• Excellent interpersonal and verbal skills
• Keen interest in equity markets and corporate finance
• Confident and professional phone and email communication
• Knowledge of Microsoft Office, Word, Excel, and PowerPoint
• Fast typing and ability to edit materials quickly in Microsoft Office suite

Skills

• High ethical and professional standards
• Excellent cross-functional collaborator who inspires confidence and trust
• Proactive, self-starter who takes initiative, can move adeptly in a fast-paced environment, and works well with little supervision while making judgment calls under pressure
• Detail-oriented, highly organized, and able to multi-task efficiently
• Ability and desire to work in a team environment
• A problem solver who is resourceful and creative
• Comfortable with C-suite executives and a start-up (wear a lot of hats) environment

Benefits

• Excellent medical, dental, and vision benefits
• Flexible Spending Account (FSA) and Dependent Care Account
• Commuter Benefits
• 401(k) with employer match
• Employee Assistance Program (EAP)
• Generous Paid Time Off (PTO)
• A Robust Professional Development Program
• Competitive salaries and bonus potential
• Hybrid and flexible in-office/remote work environment